Is this Why US Industrial Companies Don’t Invest? by Wolf Richter • Oct 17, 2016 • 55 Comments Production lower than 2 years ago, capacity utilization is ugly.
Chinese Government Now Fretting about Auto Industry by Wolf Richter • May 13, 2016 • 31 Comments Commercial Vehicle Overcapacity at Catastrophic Levels.
China Ocean Freight Index Collapses to Record Low by Wolf Richter • Apr 17, 2016 • 26 Comments Relentless deterioration meets stunning overcapacity.
China Downturn Hits US Automakers by Wolf Richter • May 12, 2015 • 8 Comments When the People’s Bank of China spoke of “big downward pressure,” it wasn’t kidding.
Shanghai Containerized Freight Index Collapses: China-US Rates Hit Hard, China-Europe Rates Plunge to All-Time Low by Wolf Richter • Apr 20, 2015 • 6 Comments “Rates in many Asia export trades are in a tailspin.” And here’s why.